Moneta Group Investment Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $256K | Sell |
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|
2025
Q2 | $261K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $288K | Buy |
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|
2022
Q4 | $276K | Sell |
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|
2022
Q3 | $376K | Buy |
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|
2022
Q2 | $386K | Sell |
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|
2022
Q1 | $379K | Sell |
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|
2021
Q4 | $377K | Buy |
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|
2021
Q3 | $322K | Buy |
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|
2021
Q2 | $306K | Buy |
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|
2021
Q1 | $283K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $279K | Sell |
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|
2019
Q1 | $321K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $85K | Buy |
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|
2017
Q4 | $75K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $44K | Buy |
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